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Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.

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Oracle shares rise on two fronts: improving geopolitical mood and a bigger AI tie-up with Alphabet

A market rally around Oracle, reflected in gains reported by Yahoo Finance, points to improving geopolitical conditions and momentum from an expanded artificial intelligence partnership involving Alphabet. Oracle did not provide fresh, detailed disclosures in the cited report, leaving the specifics of the “expanded” arrangement unclear.

The Apex Times / Aug 3, 11:30 AM EDT / 1 min read
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Oracle shares rise on two fronts: improving geopolitical mood and a bigger AI tie-up with Alphabet
The Apex Times

THE APEX TIMES

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Morgan Stanley flags a new compute strain from open-weight AI models
The Apex Times

THE APEX TIMES

Business / The Apex Times

Morgan Stanley flags a new compute strain from open-weight AI models

A Morgan Stanley note highlighted how lower-cost open-weight AI models could alter pricing power for cloud AI APIs, while increasing demand for inference capacity and stressing electricity and data-center infrastructure

Aug 3, 11:16 AM EDT